See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $52,259 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,004 | $89,808-4.2% | $100,391-14.3% | $77,643+10.8% |
| Participation rate | 96.3% | 81.2%+15.1pp | 81.5%+14.8pp | 70.6%+25.8pp |
| Annual return | 18.02% | 20.62%-2.6pp | 49.20%-31.2pp | 31.24%-13.2pp |
| Employer contribution / active EE | $2,998 | $3,039-1.3% | $3,942-23.9% | $2,726+10.0% |
| Participant deferral / active EE | $9,635 | $8,284+16.3% | $8,082+19.2% | $4,647+107.3% |
| Admin fee / account holder | $110 | $174-36.6% | $7,899-98.6% | $430-74.3% |